About Us

We bring a unique, thorough and practical approach to helping you reach your full potential, we work closely with you, empowering you to make confident and informed decisions and helping you prioritise and fulfill your lifelong ambitions with advice that makes a world of difference.

A Financial Adviser with over 30 years experience, Brent helps people confidently plan their futures. Brent is a foundation member of Financial Advice New Zealand, a member of SIFA and a former member of the NZ Stock Exchange.

Brent is also heavily involved in the local community as a member of the Business South Advisory Board, Trustee for the Alexandra Blossom Festival, treasurer for the Central Otago Flying Club and Counsellor for the NZ Tournament Water Ski Association, Brent is also a former executive member of the NZ Four Wheel Drive Association, treasurer for the Alexandra Golf Club and chairman of the Area Committee for St John.

Brent is ably supported by Gaye Anderson, Administration Manager and Scott Sinclair, Client Manager and Adviser.

Gaye joined the business during the Covid 19 lockdown in April 2020 and has degrees in education and psychology.

Scott joined us in April 2022 following a career in banking and project management.